RPg Family Wealth Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.29M | Sell |
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|
2024
Q1 | $4.35M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $4.1M | Sell |
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|
2023
Q1 | $6.33M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2020
Q4 | $163K | Buy |
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|
2020
Q3 | $126K | Buy |
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|
2020
Q2 | $77.3K | Buy |
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|
2020
Q1 | $55.5K | Buy |
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